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Disclosery

Sandy Spring Bank: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on XLY, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 24,772 XLY shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 24,772 shares
    Change vs previous 13F -691 shares

    0.21% of the 13F portfolio, value $4,891,480.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 25,463 shares
    Change vs previous 13F -984 shares

    0.23% of the 13F portfolio, value $5,712,625.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 26,447 shares
    Change vs previous 13F -1,790 shares

    0.22% of the 13F portfolio, value $5,299,187.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 28,237 shares
    Change vs previous 13F -596 shares

    0.23% of the 13F portfolio, value $5,150,430.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 28,833 shares
    Change vs previous 13F -1,651 shares

    0.24% of the 13F portfolio, value $5,302,101.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 30,484 shares
    Change vs previous 13F -1,177 shares

    0.27% of the 13F portfolio, value $5,450,844.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 31,661 shares
    Change vs previous 13F -1,485 shares

    0.28% of the 13F portfolio, value $5,096,788.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 33,146 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,628,523.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).